CREATIVE FINANCIAL DESIGNS INC /ADV
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 819864
KOKOMO, IN
Position in AGGY
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$272,388
+$5,534 QoQ
Shares Held
6,269
+3.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGGY Over Time
Shares Held
Position Value (USD)
All Filings in AGGY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $272,388 | 6,269 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $266,854 | 6,058 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $270,047 | 6,100 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $264,615 | 6,065 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $288,288 | 6,638 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $341,771 | 7,963 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $315,652 | 7,060 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $328,944 | 7,657 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $351,843 | 8,107 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $281,860 | 6,403 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $241,795 | 5,825 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $176,453 | 4,095 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $62,869 | 1,439 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $60,051 | 1,408 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $6,290 | 149 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,661 | 149 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $15,886 | 332 | Shares | Sole | 2022-04-15 | |
| 2021-09-30 | $18,172 | 350 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $23,490 | 450 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $23,040 | 450 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $49,341 | 919 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $43,540 | 809 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $115,120 | 2,139 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $110,479 | 2,139 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||